MORNINGSTAR

Editorial

With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...

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Funds management

The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...

Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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Funds management

Some of the more complex exchange-traded fund (ETF) structures starting to emerge in Australia are not as risky as the headlines might have us believe, according to Morni...

Financial planning

Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....

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Funds management

Global listed property strategies are likely to pay income distributions from 30 June, 2011; however, the risks of a fluctuating currency remain, according to Morningstar...

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Editorial

An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...

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Editorial

PortfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

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Superannuation

The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....

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Editorial

Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...

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Financial planning

Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....

People & Products

Former Morningstar researcher Zac Wallis has joined the Zurich key accounts team as a research relationship manager....

Financial planning

Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....

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Financial planning

Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...

Financial planning

AMP Capital Investors will continue its sustainable funds strategy with Dr Ian Woods in the lead role, after Michael Anderson announced his departure last month....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 9 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 15 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 13 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 16 hours ago